Teresa is often the first point of contact at Sagewater Financial. Before joining our team (then Gies Associates) in 2008. Teresa enjoyed careers in credit, banking and mortgage lending. Her responsibilities at Sagewater Financial are vast and include general client services, scheduling, data maintenance, and client support. Because of her exceptional organizational qualities and follow through, Teresa is a vital part of our seamless business flow.
Teresa grew up in the Columbia Basin area, traveled and lived abroad for 7 years, then returned to the Tri-Cities to be near her family. She enjoys being outdoors with yard work, fitness, cooking and is known for her candied walnuts at holiday time for family and friends.